Associate Portfolio Manager, Investment Advisor, CFP®
BMO Nesbitt Burns
429 Elizabeth Street
Let’s Talk About the Future
Is having a plan better than not having a plan? Do you imagine the ability to follow on a path leading you and your family to your financial well-being? A plan that will frame your family’s financial decisions? Angela believes the answer is Yes!
As a Certified Financial Planner® (CFP®) Angela can help you find the most effective financial plan that meets your needs and objectives. By creating a plan for the future you may feel the stress of uncertainty lift off your shoulders. A Financial Plan can assist you to make any personal or career decision based on the goals you set in place for yourself, while also being prepared for the unexpected expenses that come with your day-to-day lifestyle.
A Certified Financial Planner® designation means that Angela meets an internationally recognized standard of knowledge, skill and ability. As a CFP® Angela is obligated to follow a certain code of ethics that outlines the need to place clients’ interest at the forefront of every decision.
Contact me and let’s plan for the lifestyle you desire.